Email changes in salesforce.com now sync down to Pardot

Concept

Now when you change an email address for a contact or lead in salesforce.com, it will be changed for the corresponding prospect in Pardot the next time the record syncs. This is very useful if your sales team updates email addresses manually or via a data append service like Jigsaw or OneSource, or if you merge lead records together.

** “Use Case” is the set-up in Pardot and the CRM.
** “Action” is what the end user does.
** “Result” is what automatically happens when the push/pull jobs have run in Pardot.

It is impossible for Pardot to find what happened; during the CRM pull/sync job, Pardot finds that [email protected] was deleted, and flags the corresponding Pardot record to not re-create in the CRM

Notes

The complex scenarios take advantage of delete triggers that are part of Pardot’s AppExchange package. If you do not have these (i.e. if you have not updated the package within the past six months or so), the merge scenarios would not work. The simple scenarios would still work as normal. If you are unsure of your version, please install the package once more (if you already have the latest version, it will let you know during the install process).

If you change the lead or contact’s email address to an address other than what is already in Pardot, the activity and lists iframe will of course not populate with data (as the records temporarily do not match) until the email change syncs down to Pardot (can take up to 15 minutes).

Duh, does the synching take place automatically? Or do we need to prompt the synching activity manually? Sorry for the stupid question (I specialize them, by the way). But I want to be sure.

Oh, and here’s another one: Let’s say I have a sneaky sales director who creates a new record in salesforce.com. Typically, I beg the team to let me know when they’ve added a new Lead or Contact, so that I can be sure it’s added to Pardot. (And in my case, I also assure that the new addition is also appointed to the appropriate Pardot email list or lists.) If the sales director creates a new record in salesforce.com, will this be automatically added to Pardot? Or should I continue to be vigilant and use the much beloved “Send to Prospect Insight” button? (Doing so makes me feel so damned powerful and totally stylin’.)

Thanks for answering my endlessly long question. (I was going to get to the point eventually…)

Hi Brian. Good questions. On your first one, it will sync automatically, though not instantly. It will happen during the job that syncs data down from the CRM (as opposed to pushing up). This is a batched process and runs about 30 times per day. Eventually it’s likely that we will start running that even more often. The job syncing changed records in Pardot (as opposed to in the CRM) runs much more often (about 130 times per day).